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Summary: Only 163 advisers who managed $26 billion in assets have switched firms so far in 2016, according to an analysis by On Wall Street. That's a 42% drop from the same period in 2015 and down 22% from 2014, when a total of 555 and 481 advisers, respectively, switched firms.
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Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
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Summary: Adding a designation can help advisers develop additional expertise and show the world that knowledge, and client circumstances often dictate new certifications.
Added on July 2016 in M&A Issues
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Summary: My partners and I had been with a big wirehouse for a long time before we went independent two years ago. We expected that one of the benefits of being independent would be a lot more freedom to be ourselves — but we didn’t anticipate how that freedom would facilitate much closer relationships with our clients.
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Summary: Out of the services advisors provide to their clients — financial planning, tax management, asset allocation, investment selection and portfolio rebalancing — only financial planning truly relies on the “human touch,” writes Jay Hummel, managing director of strategic initiatives and thought leadership at Envestnet.
